#SEU12 - 407 simplify your design world with solid edge insight xt - duane vaske

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This session will introduce you to Insight XT, a new product that integrates Solid Edge with SharePoint, to help improve your design engineering process. New or experienced users will learn the benefits of implementing Insight XT, as well as come to understand its overall organization and usage. This session is suitable for anyone looking for a better solution for managing parts, assemblies, and drawings, while also keeping projects, ECOs, and ECRs under control. Attendees will leave with a good understanding of how Insight XT can help improve their engineering operations. The session will be principally in presentation format, with short videos as necessary to introduce any important concepts.

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#SEU12 - 407 simplify your design world with solid edge insight xt - duane vaske

  1. 1. 407 - Simplify your design worldwith Solid Edge Insight XTDuane VaskeSiemens PLM SoftwareProduct Planning Manager - PDM ProductsMainstream Engineering #SEU12
  2. 2. Solid Edge Insight XTSimplify your design world  A new SharePoint App for Solid Edge users who are finding that as the volume of their data grows, using Windows folders and network drives is limiting their ability to complete design projects efficiently  Easy management of Solid Edge CAD files and related documents, plus automation of everyday tasks resulting in on-time and on-budget completion of design projects  Built on our 10 years of technical leadership in SharePoint based CAD file management with Solid Edge Insight © Siemens AG 2012. All Rights Reserved.Page 2 Siemens PLM Software
  3. 3. TopicsPre-Configured EnvironmentFundamentalsTools & Web PartsApplicationsDemonstrationWrap-Up #SEU12
  4. 4. Insight XTPre-Configured Environment © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  5. 5. Insight XT Pre-Configured EnvironmentBased on SharePoint platform Single site collection OOTB permissions, groups, site layoutEasy Installation and Configuration Get up and running quickly with a usable configurationOptional Customization Change site layouts as needed to meet needs of organization Change data organization method, metadata, content types, etc. as usage / needs evolve Configure behavior of tools and features as desired © Siemens AG 2012. All Rights Reserved. Page 5 Siemens PLM Software
  6. 6. Insight XTPre-Configured EnvironmentLegend Landing Page Data Site Tool Site Projects In-House Purchased Sandbox DocumentsApplication Carts Web Part Change Solid Edge View & Markup Structure Editor Management Content Browser Relation Browser Search Configuration © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 6
  7. 7. Pre-Configured Environment Insight XT Data SitesInsight XT enabled SharePoint Landing Pagesites for organizing product andrelated data In-House Purchased Sandbox Documents In-House ► Organize files related to all the products / parts / components designed “in-house” ► Can have as many “in-house” sites as desired Purchased ► Organize all components / standard parts purchased from 3rd party suppliers ► Special Behavior – use URL as the default location to store Solid Edge standard parts Sandbox ► Work on designs in an isolated area away from production data ► Special Behavior – all components in this site receive a status of “Sandbox” Documents ► Organize general documents and collateral related to products, processes, etc. ► Special Behaviors – Cannot create parts or part revisions © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 7
  8. 8. Pre-Configured Environment Insight XT Tool sites Insight XT enabled SharePoint sites containing tools for Landing Page working with applying business process to product data and related information Projects “Binder” concept for managing data related to a project Carts Simple / flexible method to collect and group data in an ad-hoc fashion ChangeManagement Easy to use task management & integration to SharePoint workflow Search Easily locate Insight XT objects across the entire site collectionConfiguration Administer Insight XT tools and features © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 8
  9. 9. Pre-Configured Environment UI Elements► Tools Ribbon ► Select any object to bring up Tools Ribbon► Quick Access Menu ► Hover over object to activate pop up tool bar Select / Multi-select Send to Relation Browser Preview / Properties► RMB Menu ► Right click on any row to bring up tools menu ► Can act on objects, revisions, files ► Context based functionality ► Considers object type and user permissions © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 9
  10. 10. Pre-Configured EnvironmentSite Layout © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 10
  11. 11. Insight XTFundamentals © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  12. 12. Insight XT “Containers” FolderCollection of embedded content • Many engineers and designers still use folders • As a collection of content it’s a good starting point for Containers © Siemens AG 2012. All Rights Reserved. Page 12 Siemens PLM Software
  13. 13. Insight XT “Containers” Folder Insight XT - ContainerCollection of embedded content Collection of embedded content © Siemens AG 2012. All Rights Reserved. Page 13 Siemens PLM Software
  14. 14. Insight XT “Containers” SharePoint Folder Insight XT - ContainerCollection of embedded content Collection of embedded content And referenced content Links © Siemens AG 2012. All Rights Reserved. Page 14 Siemens PLM Software
  15. 15. Insight XTPart* (PRT) is the most fundamental container Insight XT - PRT Collection of embedded contentIt can Contain things like: And referenced content• Spreadsheet• word document• CAD filesBut it can also Link to things:• Other Parts• Other Insight XT Containers PRT-00091_A.asm PRT-00091_A.dft PRT-00091_A.pdf * Just as assemblies have “part” numbers; a “part” in Insight XT can be either a part or assembly © Siemens AG 2012. All Rights Reserved.Page 15 Siemens PLM Software
  16. 16. Insight XTPart Revisions• Parts are more sophisticated than other Containers• Can and usually do contain Revisions + A + B - C © Siemens AG 2012. All Rights Reserved.Page 16 Siemens PLM Software
  17. 17. Insight XTTools © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  18. 18. Insight XTTools Overview – Container Style Tools Projects Carts ECRs & ECOs © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 18
  19. 19. Insight XT Tools Projects “I need to be able to see the design work► What is it? that is associated with a specific project and understand the status of the project” ► Container to tie together assemblies and all related information.► Embed documents specific to the project ECO-0002 ECO-0003► References any design data “Project Link” ► Assemblies, parts, documents PRT-00086 / A ► ECR’s / ECO’s defining the project ► Project definition always references latest version of data► Flexibility PRJ-0003 ► Multiple projects can reference same data description.docx ► No duplication of data between projects► Life Cycle Status Budget.xslx ► Projects and contents have status Miscellaneous.zip ► Referenced objects can carry their own status © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 19
  20. 20. Project Data Organization Referenced vs. Physical► Project Data can be referenced from many sites, libraries, folders, etc.► Need a way to bring this all together – Project Binder Referenced Physical Storage Location (“Binder”) (“Data”) © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 20
  21. 21. Insight XT Tools Carts► What is it? ► “Collection cart” container that provides a simple and flexible method to group data PRT-00088 / A PRT-00086 / A► Ad hoc method of collecting PRT-00093 / A information “Cart Link” ► Based on referenced data ► Can be used to define and design CRT-00003 review packages ► Actions can be performed on the cart Examples: contents (Release, Create PCF, • Parts to review Transfer to active object, etc.) • ECR ‘s to approve ► Cart manipulation - Add, Remove, • Things to print Delete • Stuff to add to add to active object © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 21
  22. 22. Change Management ECR► What is it? ► Container for all information related to the request for change of a part. PRT-18023 / A ► Easy Collection of Information ► Form describing the requested change “ECR Link” ► Other related documents, images ► Reference to the design data in question ECR-0003 ECR-Form.docx © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 22
  23. 23. Change Management ECO► What is it? ► Container for all information related to an Engineering change order ECR-0005 ECR-0002 ► Easy Collection of Information “ECO Link” ► Form describing the change order ► Other related documents, images PRT-30281 / F ► References to the part or assembly in question ECO-0003 ► Typically an ECO will roll up one or more change requests ECO-Form.docx ► ECOs carry a life cycle status Markup.pcf © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 23
  24. 24. Change ManagementLife Cycle Status Preconfigured! In Review In Approval Released Working Obsolete Sandbox © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 24
  25. 25. Change Management Ready-to-use Workflows Quick-Release 2-Step Release ObsoleteReady-to-use Workflows acton the selected object or allreferenced objects © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 25
  26. 26. Insight XTWeb Parts © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  27. 27. Insight XT Web Parts Content Browser Relation Browser Search © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 27
  28. 28. Insight XT Web Parts Content Browser► What is it? ► Insight XT Web Part that provides a rich navigation experience for exploration of the physical structure of data► Familiar tree view to allow users to navigate sites, document libraries, folders, parts, etc.► Icons to identify content and status► “Show files” option to include object content► Configure scope of browsing► Place this web part on any Insight XT site to get useful core navigation improvements © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 28
  29. 29. Content Browser Favorites► Favorites ► Familiar bookmark functionality for easy access to frequently used objects ► Capture location of any Insight XT object ► Capture location of any Internet/Intranet URL ► Use the actual object name or provide custom display names ► Select or RMB on favorite object to access any Insight XT tool or command ► Use ‘Go to Location’ command to easily navigate to object or URL © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 29
  30. 30. Content Browser Preview / Properties► What is it? ► 2 sided “card” shows a preview of the object on the front and properties on the back► Available for any object in any Insight XT web part: ► Relation Browser ► Content Browser ► Search ► Insight XT Document Library► Window is sizable and movable► Click on it to flip it over► Edit property values © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 30
  31. 31. Insight XT Web Parts Relation Browser► What is it? ► Insight XT Web Part that provides a rich navigation experience for exploration of the captured relational structure of data► Tabs for comparing objects or structure► Graphical and table views► Icons to identify object and status► Revision rules► Family of Assemblies► Access to all Insight XT tools► Place this web part on Insight XT sites to explore relations © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 31
  32. 32. Relation Browser View TypesGraph Table(Explore, Navigate) (Sort, Filter) © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 32
  33. 33. Insight XT Web Parts Search► What is it? ► Web Part used to efficiently locate Insight XT content via configurable property-based searching► Pre-configured searches and user saved searches► Configurable “Look-in” search scope► Supports wildcards and other standard search criteria► Results are limited by user permissions► Search is also a Pre-configured Insight XT Tool Site © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 33
  34. 34. Search Result List► Results are displayed in simple data format► Use of icons to quickly identify type of data► Property columns are easily configured► Results can be filtered by type of content► Intuitive result “page” controls► Can use RMB to act directly on results © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 34
  35. 35. Insight XTApplications © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  36. 36. Insight XT Clients Structure Editor► What is it? ► Makes quick work of revising and cloning even entire product structures ► Edit structure in Insight XT but outside the CAD environment ► Open Parts and Projects ► Supports several key actions: ► Save As, Revise ► New (Part only) ► Add, Remove ► Move © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 36
  37. 37. Insight XT Clients Insight XT Viewer► What is it? ► Familiar SE Viewer ► Works with Package Collaboration Files (PCF) ► Add Markups and save PCF back to Insight XT ► Rich feature set ► Markup ► Measurement ► Cross Sectioning © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 37
  38. 38. Insight XT ClientsInsight XT Viewer – Package Files ► Bundle multiple files into a single package so they can be sent for review or sent outside the company ► Two primary commands: ► Create Package – create a new package file ► PCF or Zip ► Add to Package – add content to an existing package file ► Browse Insight XT database ► Search for the package © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 38
  39. 39. Insight XTSolid Edge Client © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  40. 40. Insight XT Clients Solid Edge► Connecting to Insight XT ► Manage -> Insight XT ► This is the default setting when Solid Edge Insight XT Client is installed ► Recently used list sets correct mode ► Clear indication of the presence of Insight XT ► Solid Edge Start Page ► Solid Edge application title bar © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 40
  41. 41. Insight XT Clients Solid Edge► File Open dialog lists the sites with Insight XT document libraries containing part data © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 41
  42. 42. Insight XT Clients Solid Edge► Solid Edge PathFinder provides valuable feedback onmanaged information►The direct document is checked out to me►In Place Activating a document will also check the document out►If a document can not be checked out then it will be opened read only ►Indication of who has the file checked out © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 42
  43. 43. Insight XT Clients Solid Edge► CPD is Insight XT “aware” ► Use “Active” project or Browse for and save to any Insight XT project ► Assign Part Number / Revision ID ► Select Insight XT site/doc lib / folder for save location © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved 43
  44. 44. Insight XTDemonstration © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  45. 45. Insight XTWrap-up © 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
  46. 46. Solid Edge University Insight XT Test DriveExperience Insight XT for yourself!• Visit the SPLM Software booth in the Governor’s Foyer• We will introduce you to Insight XT and you can then explore for yourself : • Navigate a Solid Edge Assembly • Create your own ECR, ECO or Project • Edit a product structure• Complete a short survey• Your survey will be entered into a drawing for an Xbox 360 250GB with Kinect! • Winner announced at wrap-up session Wed 13th June 4pm Rules for the giveaway are available at: http://www.plm.automation.siemens.com/en_us/campaigns/giveaways/seu_test_drive.shtml For internal use only / © Siemens AG 2012. All Rights Reserved. Page 46 Siemens PLM Software
  47. 47. Solid Edge Insight XTEarly adopters program Our experience with data management software tells us that Insight XT will be used in creative ways by our customers – we may not have foreseen and tested all of these! To address this we are working with selected customers and channel partners in an “early- adopters” program We need more customers for this program:  You will need to run ST5 + Insight XT (can be in a remote or virtual environment)  Test your data and your processes  Direct support from Solid Edge R&D Let us know if you would like to participate! © Siemens AG 2012. All Rights Reserved. Page 47 Siemens PLM Software
  48. 48. Other Data Management Topics of interestOngoing Insight XT hands-on Test drive2:30 PM Microsoft Solutions for Manufactures, Today and Tomorrow4:00 PM Expert Panel: A discussion of current trends and future direction in data management and PLMWednesday:2:00 PM Managing projects and ECOs in Insight XT3:00 PM Best practices for working with the Solid Edge embedded client For internal use only / © Siemens AG 2012. All Rights Reserved.Page 48 Siemens PLM Software
  49. 49. Thank You! #SEU12

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